Eugene Kim, Bill C. Brown Associates

09/08/2026

https://www.oneamerica.com/individuals/financial-wellness/insurance-101/10-things-to-know-about-life-insurance

09/03/2026

08/27/2026

August has a way of reminding us how quickly the seasons change.

As one season winds down, another begins.

Whether it's preparing for retirement, reviewing important documents, saving for education, or
simply becoming more organized, meaningful progress often begins with one small step.

Just like the road ahead, our goals are reached one mile at a time.

As we close out August and look ahead to a new season, I hope you'll take a moment to reflect on
where you are today—and where you'd like to be tomorrow.

Thank you for following along this month. Here's to a great finish to summer and a wonderful start to the season ahead.

08/25/2026

Life changes. Your beneficiary designations should too.

Marriage, divorce, the birth of a child, retirement, or the loss of a loved one are all good reasons to
review who you've named as beneficiaries on your retirement accounts, life insurance policies, and
other financial accounts.

It's one of those simple tasks that's easy to overlook, but taking a few minutes to review your
beneficiary designations today can help ensure your wishes are carried out tomorrow.

I came across this article from Charles Schwab and thought it was worth sharing.

Read more here:
https://www.schwab.com/learn/story/are-your-beneficiaries-up-to-date

08/20/2026

Life Happens.
Life Happens…

Life Happens…

Life doesn't stand still.
A new job.
Marriage.
A growing family.
A new home.
Sending kids to college.
Retirement.

With each new chapter, it's worth taking a moment to review your financial priorities and make sure
they still reflect where you are today—and where you're headed next.

I came across this article from Charles Schwab and thought it offered some practical insights for
navigating life's expected—and unexpected—changes.

Read more here:
https://www.schwab.com/learn/story/keeping-finances-on-track-during-unexpected-events

08/06/2026

Getting ready for a trip usually starts with packing a suitcase.

We make sure we have everything we'll need before we leave because it's much harder to fix once we've arrived.

Retirement can raise similar questions.

Rather than focusing only on how much has been saved, many people also spend time thinking about where their retirement income may come from.

Some retirement income may come from Social Security. Others may have pensions, retirement accounts, personal savings, rental income, or other assets.

Understanding how those pieces fit together can be an important part of preparing for retirement.

If you retired tomorrow, would you know where your next paycheck would come from?